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世界トップクラスの投資家・ヘッジファンドの最新株式ポートフォリオ

名前 AUM AUM
増加率
AUM
成長率%
四半期
推定リターン
3年間の推定リターン
保有銘柄 ポートフォリオ回転率 平均保有
期間(年)
BWM
5901
Bullock Wealth Management
Indiana
$1.79億 +$747万 +4% 1.46% 101% 634 14.2% 2.6
AIA
5902
Arcadia Investment Advisors
Idaho
$1.79億 -$469万 -3% 2.37% 56.4% 80 0% 4.9
Causey Wealth LLC
5903
Causey Wealth LLC
Colorado
$1.79億 +$724万 +4% 1.42% – 72 16.67% 0.2
CA
5904
Continental Advisors
Utah
$1.79億 -$3846万 -18% 1.46% 73.6% 42 4.76% 6.4
Lipe & Dalton
5905
Lipe & Dalton
New York
$1.79億 -$984万 -5% 1.4% 101% 97 11.34% 6.3
Murphy Middleton Hinkle & Parker
5906
Murphy Middleton Hinkle & Parker
Georgia
$1.79億 +$170万 +1% 1.39% 66.8% 137 5.84% 6
Guerra Advisors
5907
Guerra Advisors
Florida
$1.79億 -$168万 -0.9% 3.65% – 68 20.59% 0.2
GEM Asset Management
5908
GEM Asset Management
Michigan
$1.79億 -$77.7万 -0.4% 2.47% 62.9% 100 14% 1.7
Vawter Financial
5909
Vawter Financial
Ohio
$1.78億 +$1202万 +7% 1.19% 48% 107 13.08% 1.6
Traveka Wealth
5910
Traveka Wealth
California
$1.78億 -$295万 -2% 0.72% 78.1% 157 15.92% 0.9
IRON Financial
5911
IRON Financial
Illinois
$1.78億 +$38.7万 +0.2% 1.03% 60.6% 135 39.26% 3.1
University of Massachusetts Foundation
5912
University of Massachusetts Foundation
Massachusetts
$1.78億 -$760万 -4% 1.24% 53.6% 4 0% 4.9
RHS Financial
5913
RHS Financial
California
$1.78億 -$1498万 -8% 1.45% 65.6% 148 23.65% 2.2
Optivise Advisory Services
5914
Optivise Advisory Services
Tennessee
$1.78億 -$736万 -4% 1.79% – 211 24.17% 0.6
Johnson & White Wealth Management
5915
Johnson & White Wealth Management
Pennsylvania
$1.78億 +$1289万 +8% 0.93% 85.1% 102 7.84% 1
Birchbrook
5916
Birchbrook
Maine
$1.78億 +$206万 +1% 0.9% 49.1% 305 17.05% 1.1
Aletheian Wealth Advisors
5917
Aletheian Wealth Advisors
Washington
$1.78億 +$876万 +5% 0.69% – 97 22.68% 2
Transcendent Capital Group
5918
Transcendent Capital Group
Oklahoma
$1.78億 -$1546万 -8% 3.03% 82.3% 448 81.7% 1.1
Napatree Capital
5919
Napatree Capital
Rhode Island
$1.78億 +$750万 +4% 0.78% – 202 13.86% 0.8
Solas Capital Management
5920
Solas Capital Management
Connecticut
$1.78億 +$2717万 +18% 4.06% 62.5% 22 18.18% 1.9
Wealth Quarterback
5921
Wealth Quarterback
New Jersey
$1.78億 -$3527万 -17% 1.04% 109% 135 20% 2.7
KCM
5922
Kempner Capital Management
Texas
$1.78億 -$450万 -2% 0.18% 60.9% 52 11.54% 4.2
Napa Wealth Management
5923
Napa Wealth Management
California
$1.78億 -$5364万 -23% 0.74% – 222 51.8% 0.5
Yoder Wealth Management
5924
Yoder Wealth Management
California
$1.78億 -$336万 -2% 3.25% 69.3% 112 5.36% 1.6
Resolute Capital Asset Partners
5925
Resolute Capital Asset Partners
Colorado
$1.78億 -$823万 -4% 4.46% 657% 56 69.64% 0.5